Project title: Reference Sites Network for Prevention and Care of Frailty and Chronic
Conditions in Community Dwelling Persons of EU countries
Acronym: SUNFRAIL
Project ID: 664291
Call identifier: H2020-HP-PJ-2014
Project Coordinator: Regione Emilia-Romagna, Agenzia sanitaria e sociale regionale
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
Document title: Sunfrail Tools for the Identification of Frailty and Multimorbidity
Version: 09
Deliverable No.: D 6.2
Lead task
beneficiary Gérontopole
Partners Involved: RER-ASSR, R. Liguria, R. Piemonte
Author: M. Cesari, M. Maggio, E. Palummeri, S. Poli, M. Barbolini, G. Moda
Status: Final
Date: 10/01/2018
Nature1: R
Dissemination level CO
This publication is part of SUNFRAIL (project 664291), which has received
funding from the European Union’s Health Programme (2014-2020). The
content of this publication represents the views of the author only and is
his/her sole responsibility; it cannot be considered to reflect the views of the
European Commission and/or the Consumers, Health, Agriculture and Food Executive Agency or any other body of the European
Union. The European Commission and the Agency do not accept any responsibility for use that may be made of the information it
1
For deliverables: R = Report; P = Prototype; D = Demonstrator; S = Software/Simulator; O = Other
For milestones: O = Operational; D = Demonstrator; S = Software/Simulator; ES = Executive Summary; P
= Prototype
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
Document history:
Version Date Author Comments
1 22/3/2016 Gérontopole, R. Liguria,
RER-ASSR D 4.2 - Draft Version
2 26/10/2016 RER-ASSR Presented during the SC
3 11/11/2016 Gérontopole, R. Liguria,
RER-ASSR Revised on the basis of partner feed back
4 18/11/2016 Gérontopole Further Revision
5 02/02/2017 RER-ASSR, PPs D 4.2 - Final Version on the basis of the EC feed-
back
6 18.10.2017 RER-ASSR
D 6.2 - Presented the Preliminary Results of the
Sunfrail Tool Experimentation during the SC in
Belfast
7 30/11/2017 Gérontopole Elaborates Methodology, Results and
Reccomendations
8 03/12/2017 RER-ASSR Further Revision
9 09/01/2018 RER-ASSR
Revised on the basis of partner feed back:
-Paola Obbia, Piemonte Region;
-Pasquale Abete, Azienda Ospedaliera
Universitaria Federico II of Naples;
-Tomasz Kostka, Lodz (Poland)
10 12/01/2017 RER-ASSR/Gerontopole Final Version submitted to the CE
The present report on the Sunfrail Tools for the Identification of Frailty and Multimorbidity (D 6.2) has
been developed building on the deliverable D 4.2 Sunfrail Tool for the Identification of Frailty and
Multimorbidity originally submitted to the EC during the first reporting period. This document has been
integrated with details of the methodology, results and outcomes of the experimentation of the tool. All
steps of development are described in the table above.
The description of all tools identified within the project on the identification, prevention and management
of frailty and care of multimorbidity are extensively described in the Experimentation Report D. 6.1.
The description of the Sunfrail Tool for Human Resources and related processes, methodology and
outcome are entirely described in deliverable D7.1 Educational Model for health Care Staff and related
Tools.
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
1
Table of Contents
1.Introduction ............................................................................................................ 2
2.Assessment of Perceptions, Instruments and Needs for the Identification and
Management of Frailty and Multimorbidity ............................................................... 3
3.Potential Innovative Solutions ................................................................................. 6
4.The Design of the Sunfrail Tool to Screen Frailty and Multimorbidity ..................... 6
5.From the Alert to the Validation and the Activation of Pathways of Care ............. 10
6.The Experimentation of the Sunfrail Tool .............................................................. 12
7.Sunfrail Tool Results .............................................................................................. 17
7.1 Suggested Pathways of Care ................................................................................................................. 24
7.2 Confirming the Responses of the Sunfrail tool by Secondary Level Services ........................................ 26
7.3 Potential For Replicability ...................................................................................................................... 27
7.4 Results of the Assessment of Professionals and Community Actors’ Opinion on the Use of the Sunfrail
Tool .............................................................................................................................................................. 29
8.Sunfrail Tool Main Findings ................................................................................... 30
9.Conclusions ........................................................................................................... 31
10.Sunfrail Tool References ...................................................................................... 32
11.Annexes .............................................................................................................. 35
Annex 1 - Results on the Understandability/Comprehensibility of the Sunfrail Tool (Gerontopole) ........ 35
Annex 2. Phase 3 - Assessment of Professionals and Community Actor Opinion on the Use of the Sunfrail
Tool – Methodology and Instruments ......................................................................................................... 38
Phase 3 - Results of the Assessment of Professionals and Community Actor Opinion on the Use of the
Sunfrail Tool ................................................................................................................................................. 43
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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1.Introduction
As foreseen by the project WP4, within the assessment of Reference Sites health and social services,
Sunfrail project carried out the assessment of the instruments used to identify frailty and multimorbidity in
Primary Health Care. Reference Sites report an extreme heterogeneity in the clinical assessment of the risk
profile of the older person, as the most common risk factors of frailty are not systematically explored (in
certain regions quite rarely), and are prioritized differently.
Moreover, the Reference Sites have no specific instrument implemented in the primary care routine. It is
more likely to have multiple instruments proposed (or also endorsed) by public health authorities, leaving
to the healthcare professional the choice of the most convenient one to use.
Taking into consideration all these aspects, a Sunfrail team composed by geriatricians, public health
experts, sociologists and other professionals have developed a tool for the early identification of frailty and
multimorbidity within primary care and community settings. The Sunfrail tool has been developed in close
collaboration with the European Union Geriatric Medicine Society (EUGMS) – Special Interest Group on
“Frailty in older persons”.
The tool, far from being exhaustive, encourages health, social and community actors to identify the key
indicators of frailty through a "minimum core of items" within the biomedical, psychological, individual and
socio-economical domains, and to generate a proactive response.
It is a first "easy to use" screening tool, usable by different professionals and also by informal carers within
health, social and community settings, allowing the generation of a first alert that would then imply:
a) the activation of a referral for further medical assessment and diagnostic investigation or
b) the activation of a response from the social sector and the community.
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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2.Assessment of Perceptions, Instruments and Needs for the Identification
and Management of Frailty and Multimorbidity
The rationale for developing the Sunfrail tool has been based on three different steps regarding:
a. The perception of the terms frailty and multimorbidity by the citizens and GPs, the perceived
difference between frailty and multimorbidity and the potential overlap of these two conditions.
b. The analysis of the instruments available in Reference Sites and moments of detection.
c. The assessment of the type of the responses used to counteract frailty and multimorbidity in
different settings (primary health and social care, community or Hospital) where the isolate or
combined approach to these conditions is needed.
a. The perception on the terms of frailty and multimorbidity by the citizens and GPs
The term frailty is mostly confined to geriatric world without a significant impact in clinical practice and
health care system. This term is often seen by patients, GPS and Public Health professionals in different
negative ways. Among older subjects, it is usually considered a bad term or an irreversible condition,
frequently inducing scare and aversion. In GPs’ view, frailty is not considered a true disease, and is often
perceived as the inevitable consequence of the single chronic disease and/or multimorbidity. The aging
process is a continuous and irreversible process potentially responsible for many age-related adverse
outcomes. In this context, frailty may represent a condition to be targeted by preventive and therapeutic
strategies in order to reverse some modifiable risk factors and promote independent life. As frailty is a
distinct concept than disability, it is important to develop interventions and tools aimed at early detection,
prevention and management of frailty conditions (Figure 1 and Figure 2).
Figure 1. Trajectories of Function in older persons
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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Figure 2. Frailty as distinct concept than Disability - The Need of Simple Tools to identify this condition
There is growing attention among medical disciplines including oncologists, cardiac surgeons, cardiologists,
urologists, and haematologists about the opportunity to identify specific frail vulnerable subjects in order
to start tailored interventions.
Multimorbidity is defined by WHO as the presence of two or more chronic diseases, independent of the
severity and of the presence of specific clusters. It is a very monodimensional construct, centered on
diseases rather than on the person, potentially introducing a bias in the proper evaluation of the individual.
A good proxy of multimorbidity is the polypharmacotherapy which is the consequence of multimorbidity
and is defined by the administration of 5 or more medications on regular basis. The challenge and
opportunity of Sunfrail Project is to move through all phases of the continuum of Frailty phenomenon from
the early detection of frailty to the management of chronic diseases.
b. The analysis of the instruments available by Reference Sites on frailty and multimorbidity
An analysis at three different steps was conducted in order to identify a suitable instrument for screening
physical and multidomain frailty and multimorbidity.
1. A web search literature using the terms frailty and multimorbidity and looking at instruments was
performed using the time-period limit between the years 2000 and 2015.
2. In all reference sites, information on good practices in the field of frailty and multimorbidity was
collected.
3. An assessment of Reference Sites health and social services, and particularly on the community
outreach, diagnosis and management approaches towards frailty and multimorbidity.
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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The review pointed out that even inside the same Reference Site, different and heterogeneous tools were
used, and in most of cases, not validated in the local languages.
The most frequent approach to frailty and multimorbidity is often a separate assessment without
integration between the number and/or type of chronic diseases and functional status. The stratification of
multimorbid older persons is in some cases available from administrative data (Emilia-Romagna, Northern
Ireland) and is usually oriented to address the role of chronic diseases in determining the risk of
hospitalization and mortality of adult-older persons. There are not structured and planned moments of
contacts with older person (for example vaccinations or others) where the combined detection of frailty
(usually physical) and multimorbidity is routinely performed in the Primary Health and Social Care,
Community setting. There are no progressive levels of evaluation and assessment, from the primary health
and social care to the hospital, addressing frailty and multimorbidity and able to generate tailored and
proactive interventions.
Therefore, there is need of “easy to use” and multidomain screening tools or questionnaires combining
biological/physical, social and psychological/cognitive aspects of frailty and multimorbidity. The
administration of these instruments should allow the identification and activation of early and proactive
responses.
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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3.Potential Innovative Solutions
Educational strategies aimed a) to underline the reversibility of frailty and the high priority of the early
detection and management of this condition b) to address the importance of multimorbidity not only in
terms of number of diseases but also in terms of severity c) to consider multimorbidity not separately
from frailty.
Easy to use and multidomain screening tool for frailty and multimorbidity, focusing on detection and
inducing proactive responses.
To provide structured moments for the identification of frailty and multimorbidity combined and
adopted by different professionals.
To organize structured models and responses to these conditions by creating a Territory-Hospital
Platform.
4.The Design of the Sunfrail Tool to Screen Frailty and Multimorbidity
A Working Group was created to build-up an instrument aimed to identify and manage frailty and
multimorbidity in non-institutionalized older persons. The group was composed of one sociologist and
three geriatricians and public health experts of three different reference sites. The idea underlying the
composition of the group was to combine the expertise in multidimensional comprehensive geriatric
assessment, sociological and public health fields and to take advantage from the experiences generated in
pivotal studies conducted in Toulouse, Genova and Parma.
The aim of the group was to create an easy to use questionnaire by any professional figure (Nurse, Social
Worker, GPs,) or in-formal Caregiver adequately trained and in different settings (primary health and social
care, community and hospital).
The Bio-Psycho Social Paradigm was the inspiring model. The rationale for identifying the items to include
in the questionnaire was based on the bio-physical, psychological-cognitive and social- economic domains,
and on the questions already available in the instruments adopted in the literature.
9 items (2 in the socio-economic domain, 2 in the Psychological-Cognitive domain, 5 in the Biological
Physical domain) were generated, discussed within the Sunfrail consortium and with external groups of
different Professionals, including the European Working Group on Frailty of the European Union Geriatric
Medical Society (Figure 5).
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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Figure 5. Sunfrail tool for the Early Identification of Frailty and Multimorbidity
Bio-Physical Domain – Five specific questions addressing the areas of malnutrition, walking and physical
function, falling, regular GP visits and number of regular medications were selected in the bio-physical
domain. “Have you lost weight during the last year such that your clothing has become looser?” was the
first item evaluating the importance of weight and weight loss as important parameters of the physical
status and related changes during the last year. This item can have important consequences in terms of
physical function if not adequately addressed and treated. Walking is the proxy of the general health status
of older individual, and the slow walking speed, especially 4-meter (<0.8 meters/sec), has been shown in
different studies as an important predictor of adverse health outcomes in older persons (Studenski S. et al.
JAMA. 2011; 305:50-8). The ability, but also the habit of walking, might depend on different barriers
including weather, social isolation, and lack of transportation. Thus, the item “Your physical state made
you walking less during the last year?” was selected in order to address the causal link between the
physical status and reduced walking and finally, we chose the “falling event”, because it is a critical
sentinel/event in the risk of frailty and disability. The statuses of faller and recurrent faller are both
addressed in the question “Have you fallen 1 or more times during the last year?”. It should be underlined
that fall has also relevant psychological implications in addition to the well-known physical consequences.
Another important issue in terms of heath care and preventive strategies is the frequency of the access or
regular visits performed by GPs during the year. In most of EU Countries the access to GPs is not only
devoted to check just physical health-related problems but also directed to explain and communicate social
pending issues. This explains the rationale of choosing the item “Have you been evaluated by your General
Practitioner Physician during the past year?” as proxy of what this subject has been monitored in terms of
physical/biological and social aspects. In the physical domain we decided to include a clinical item more
related to multimorbidity/polypharmacotherapy. Two different options, number of chronic diseases and
the number of medications, were discussed inside the group. We argued that in the real clinical world the
reporting of number of diseases is much more difficult to be performed by older persons. They might have
more difficulties to remind the type of diseases but are definitively more familiar with the number and type
of medications taken on regular basis.
Number of medications is much more relevant even though the confounding effect of occasional and
temporary medications, supplements should be taken into account. That’s why the final choice, based also
on the available items in the literature, was “Do you regularly take 5 or more medications per day?”.
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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Psychological Cognitive Domain – the cognitive and psychological domain were tested by 2 questions:
“Have you experienced memory decline during the last year?”.
We are aware that changes and symptoms of memory decline may occur later than expected during the
course of dementia, but it is rarely systematic tested even with a single question. It should be underlined
that it is present in other questionnaires available in the literature. The other item “Do you feel lonely
most of the time?” already described in the social domain can be surely also considered a psychological
one. As above mentioned, recent epidemiological studies support the more powerful ability of the
loneliness to predict the risk of frailty in older population. (Soysal P. et al. Ageing Res Rev. 2017 Jul;36:78-
87).
Socio-economic Domain – The group selected 3 questions specifically addressing the Social Domain. The
first question is aimed to address whether the older individual feels really alone independent of the real or
potential presence of relatives and/ or other caregivers. The question “Do you feel lonely most of the
time?” was chosen because more exhaustive and solid than “Do you live alone?” available in other
questionnaires (Perissinotto C. et al. Arch Intern Med. 2012; 172(14):1078-1084), as loneliness has been
shown to be a more powerful predictor of functional decline and death in older persons than social
isolation (Gale CR. et al. Age and Ageing. 2017; 0:1-6).
To live alone in fact might be a misleading concept being a specific choice of the individual and not implying
a proxy of social frailty. In addition, the experience from different reference sites suggests that sometimes
the condition of living alone is an erroneous and inadequate proxy the real-life condition. The older persons
may not declare the presence of assistant /caregivers because of taxes or other economic issues. The
second question on the social domain is “In case of need, can you count on someone close to you?”. This
item addresses the important concept of the resilience or the ability of the individual to cope with change
or changed need” and can adequately address the important value of the “social reserve”. The third
question is “Have you any economic difficulty in facing the basic expenses and the health care costs?”, old
and more recent data suggest that low income and economic difficulties are independent predictors of
survival and a key factor in favouring preventive strategies in older persons (Chetty R et al. JAMA. 2016;
315(16):1750-1766).
The Sunfrail Tool, above described, should address different issues with the goals:
a. To be flexible enough and compatible with the different instruments/questionnaires already
available in the different Reference Sites;
b. To be easily administered by Any Professional (Nurse, Social Worker, GPs, Pharmacists) and
informal Caregiver adequately trained;
c. To generate alerts otherwise never detected but that need to be validated by the different
Professionals present in the Multiprofessional team;
d. To induce, once the alerts are confirmed, proactive mono or multidomain interventions based
on the resources already available in the Reference Sites.
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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According to the bio-psycho social domains of frailty and the importance of responding to
patients/beneficiaries needs to maintain independence, a first priority is to work on the assessment of
frailty risk factors and its prevention. As indicated in the Sunfrail Tool Conceptual Frame below (Figure 6),
this can be done through a “multiple entry door system”, where frailty and its risk factors can be identified
through health, social and community-informal system. By using the Sunfrail Tool, professionals and
community actors opportunely trained may identify frailty and its risks, and activate an initial “alert” for
further prevention activities, professional/specialist and diagnostic investigation.
Figure 6. Sunfrail Tool Conceptual Frame
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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5.From the Alert to the Validation and the Activation of Pathways of Care
Different scenarios and pathways of care may emerge after the administration of the Sunfrail Conceptual
Frame and Tool, according to the different alerts generated and their confirmation (Figure 7).
Figure 7. Flow-Chart - Potential Scenarios Emerging from the Administration of the Sunfrail tool.
The Subject 1 has no alert generated by 9 item Sunfrail tool and does not require additional
evaluation during the short term period.
The Subject 2 has only alert in one or more items of socio-economic domain with positivity at
item 7, 8 and 9. The Social workers working in the primary health care or community settings
are the main actors that need to be activated in order to provide a response to these alerts.
The Professional Figure may contact the subject and, if he/she agrees, plan a home-visit to
verify all needs and generate all the responses required. For instance, social taxi, help in
preparing food, activation of volunteer network. The other professional figures working in the
team (GPs and Community Nurse) need to be informed and involved.
The Subject 3 has alerts in Psychological cognitive Domain addressed by positivity at 1 of the
items 6 and 7. The Community Nurses and GPs, and Social worker working in the primary
health care settings, need to confirm the alert with the administration of specific tests
including General Practitioner assessment of Cognition (GPCOG) more oriented to address the
Cognitive Domain. If the alert is confirmed, GPs can schedule a second level
Neuropsychological Assessment.
The Subject 4 has in 1 or more Positivity at 1,2,3,5 items and/or did not receive any General
Practitioner assessment during the past year (Negative response at item 4). He/she should
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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undergo additional evaluation by Community Nurse and GPs (Item 4) to confirm these alerts.
Mini Nutritional Assessment Short Form (Item 2), 4 meter gait speed with a manual
chronometer and Hand grip strength (dynamometer) (Item 3) and Revision of Therapeutic
plan and adherence to current pharmaceutical treatment (Item 1) are the minimum tests
required to confirm the Frailty in Physical Domain (Minimum Comprehensive Geriatric
Assessment CGA). Short Physical performance Battery (SPPB), and Timed up and go would be
of particular utility to better inquire the risk of falling (item 5), together with PASE
questionnaire or assessment of physical activity by Professional physical activity logger (when
available) (Full CGA). These assessments are easy enough to be performed in the Primary
Health and Social Care, Community or in the Hospital according to the different profile and
Organizing Model existing in the Reference Sites (Figure 6). Once the single item of physical
frailty is confirmed, specific tailored interventions including programs of resistance exercise,
nutritional interventions with nutrients (whey proteins, vitamin D, leucine) already known to
increase muscle strength, additional tests to address the cause of weight loss, revision of
medications list in order to address adherence to treatment, interactions between treatment
and appropriateness according to guidelines available and specifically targeting older persons
and healthy active lifestyle education programs aimed at improving and monitoring aerobic
exercise and physical activity, and nutritional habit might be activated.
The Subjective 5 can have alerts in the 3 different domains. In this case, the multi-professional
intervention already described in separate profiles can be activated.
All this information should be integrated with the administrative data, when available, in order to combine
the assessment of frailty with different degree of severity of multimorbidity and to target different
outcomes, including the risk of hospitalization and death, and activating specific plans of individual
assessment and treatment according to disease and case management approach.
Moments of Interceptions: two different approaches can be followed to intercept frailty and
multimorbidity. In Reference Sites where the administrative data are sensitive enough to collect
information on risk profile of older populations (hospitalization and death), the items selected by the
Sunfrail questionnaire can be added. Alternatively (or in addition), structured events including vaccination,
educational moments such as obesity week and nutrition days, or informal routinely events including
access to malls, pharmacies, churches, post-offices, specialists waiting rooms can be used to administer the
questionnaire and to activate the other phases. These two approaches could be combined.
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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6.The Experimentation of the Sunfrail Tool
In order to prepare the experimental phase of the project, the consortium elaborated a protocol to test the
Sunfrail tool in participating Reference Sites. The objective was to verify its adaptability, understandability
and applicability into the current professional practice.
It included the following phases:
1. Translation and back translation of the Sunfrail tool into all languages spoken in the
participating sites;
2. Verify the understandability/comprehensibility of the Sunfrail tool by beneficiaries and
professionals;
3. Verify the applicability of the Sunfrail tool into the current professional practice;
4. Analysis and interpretation of the Results;
5. Assessment of the professionals’ opinion on the applicability and transferability of the Sunfrail
Tool.
Phase 1. Translation and back translation of the Sunfrail tool
The Sunfrail tool was translated and back translated by native speakers from English into all languages
spoken in the participating sites (Italian, English, French, Polish, Spanish), and cross-culturally adapted to
make sure that the original meaning of the items was fully understood.
Phase 2. Verify the understandability/comprehensibility of the Sunfrail tool
The understandability of each item/question of the questionnaire was checked by R Liguria, Gerontopole,
Northern Ireland and Poland in their respective languages. Each item/question of the questionnaire was
tested with a group of 10 professionals and community actors and 20 beneficiaries for each reference site
and a score attributed (Understandable, not Understandable), for each potential option. Results indicated a
very good understandability by beneficiaries and by professionals. Suggestions for improvement were
adopted, in order to finalize the tool in all languages spoken in the participating sites (see results in Annex
1).
Phase 3. Verify the applicability of the Sunfrail tool into t he current professional
practice (Experimentation)
The assessment of the applicability of the Sunfrail tool into the current professional practice has been
conducted by 5 Reference Sites (R. Liguria, R. Campania, Lodz Poland, Northern Ireland, Deusto-Spain).
Reference Sites have selected different experimentation settings based on their organizational structure. In
some cases the administration of the tool has occurred within community and primary care settings, while
based on specific organizational set-up other RS have administered the tool within secondary care settings
(outpatients departments).
A number of at least 100 beneficiaries (age group 65-74 and 75-85) were selected in order to be assessed
by each reference site. Professionals (nurses, social workers, GPs) and community actors have administered
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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the Sunfrail tool into their daily practice by collecting the responses and registering the results (option yes
and no).
The applicability of the Sunfrail tool into the current professional practice was tested by adopting the
following instruments:
a. Sunfrail Tool for the Experimental Phase – Alert Generation.
b. Flow Chart - Potential scenarios emerging with the administration of the Sunfrail tool.
c. Suggested Care Pathways.
The alerts generated by the administration of the Sunfrail Tool (Figure 8) were assessed through the flow-
chart (Figure 7), used to identify specific care pathways among Reference Sites available services (Figure 9),
or in alternative to point out their specific needs.
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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Figure 8. Sunfrail Tool for the Experimental Phase – Alert Generation
QUESTIONNAIRE NUMBER
Date and place
PROFESSIONALS
Professional □ Nurse □ GPs □ Other Professionals
□ Social Worker □ Community Actor □ Caregiver
BENEFICIARIES
Gender
□M
□F
Age
□65-74
□75-85
Level of education
□ Low (Without studies, Primary School)
□Medium (Secondary school, or vocational
degree)
□ High (University, Master or PhD degree)
Questions
1. Do you regularly take 5 or more medications per day? □ Yes □ No
2. Have you recently lost weight such that your clothing has become
looser?
□ Yes
□ No
3. Your physical state made you walking less during the last year? □ Yes □ No
4. Have you been evaluated by your GP during the last year? □ Yes □ No
5. Have you fallen 1 or more times during the last year? □ Yes □ No
6. Have you experienced memory decline during the last year? □ Yes □ No
7. Do you feel lonely most of the time? □ Yes □ No
8. In case of need, can you count on someone close to you? □ Yes □ No
9. Have you had any financial difficulties in facing dental care and health
care costs during the last year? □ Yes □ No
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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Figure 9. Suggested Care Pathways (multiple choices are allowed)
Request GP visit □
Request Specialist-Geriatrician evaluation □
Diagnostic Evaluation □
Proactive
&
Preventive
Interventions
Social Support
transportation for social
activity/services, Nutritional
Support, economic support,
leisure and community and social
activities
□
Physical Exercise □
Psychological and/or Cognitive
support □
Non-relevant □
Relevant but not available □
Additional information on partner experimental plans and related methodology is provided with the report
on the experimentation (6.1-A report on experimentation of the model, its transferability and
sustainability).
Reference Sites testing the Sunfrail tool at secondary level facilities have confirmed the responses obtained
from some items of the questionnaire by using specific confirmatory tests.
Phase 4 - Analysis and interpretation of the Results
The data obtained from the application of the Sunfrail tool has provided information on its capacity to
assess frailty risk profile of the selected population in different settings, and how the alerts generated can
support the selection of care pathways among the existent ones.
Phase 5 - Assessment of Professionals and Community Actor Opinion on the Use of the
Sunfrail Tool
The working group has also carried out an assessment of interviewers (professionals’/ community actors)
opinion on the use of the Tool, to check the compliance and the comments made while using and managing
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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the instrument and the ability to evocate proactive responses in the different Reference Sites participating
at the Experimental phase. The appraisal was conducted through the administration of a questionnaire
with open and closed ended questions. For further details see the questionnaire and the results in Annex 2.
The experimentation of the Sunfrail tool was conducted from February through September 2017.
Through the EU CoNSENSo project (COmmunity Nurse Supporting Elderly iN a changing Society-
http://www.alpine-space.eu/projects/consenso/en/home), the Sunfrail tool has been adopted also in other
EU countries/Regions (France, Slovenia, Austria). R. Piemonte contributed to the experimentation also by
developing the model and tool for Human Resources Development.
Beside the support provided for the design and implementation of all phases, given the promising results
obtained from the Sunfrail Tool, RER-ASSR has decided to conduct an additional specific study to validate
the Sunfrail tool (criterion and construct validity), by GPs and Multidimensional teams in community based
settings (Case della Salute). The results of this Study will be available by June 2018.
Phase 6 - Data Collection and Analysis
Data collected from the Sunfrail Tool was collated and entered onto a spreadsheet via SharePoint. RER-
ASSR analyzed the information collected and provided it to partners for further analysis and comments.
RER-ASSR also perform the data control and analysis on the results obtained from confirmatory tests of the
Sunfrail tool performed by Lodz, Federico II of Campania Region and Liguria Region.
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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7.Sunfrail Tool Results
The results obtained by the experimentation of the Sunfrail tool in different settings are summarized below
(assessment of the applicability into the current professional practice - Phase 3). These findings have been
anticipated at the recent Sunfrail Scientific Committee and Advisory Board meeting held in Belfast on
October 18, 2017.
The settings, where the questionnaire was proposed, changed from partner to partner, as described in the
table 1.
Table 1. Characteristics of the Setting and the Reference Sites
Reference Sites Setting
Deusto University (Spain) Primary health-social care
HSCB (Northern Ireland) Community-Primary health care
Medical University of Lodz (Poland) Community-Secondary care (outpatient department)
Galliera Hospital (Italy) Primary care-Secondary care (outpatient department)
University of Naples Federico II (Italy) Secondary care (outpatient department)
Regione Liguria/Piemonte (Consenso project) Community-Primary health care
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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Overall, a total of 651 participants were evaluated across the study sites with the Sunfrail Tool. 34,1% were
belonging to the age group 65-74 and 65,9% to the age group 75-85. 57, 14% were females and 42,86%
males. 18.89% had a higher education level, 48,39% a medium and 32.72% were belonging to the low
education level group (Table 2 and Figure 10, 11 and 12).
Table 2. Characteristics of the Study Population
Characteristics n=651 %
Deusto University, Spain Galliera Hospital, Italy HSCB, Northern Ireland Medical University of Lodz, Poland University of Naples Federico II, Italy
105 194 127 114 111
16.1 29.8 19.5 17.5 17.1
Women 372 57.1
Age groups 65-74 yo 75-85 yo
222 429
34.1 65.9
Education level High (University, Master or PhD) Medium (Secondary school) Low ( Primary school or lower)
123 315 213
18.9 48.4 32.7
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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Figure 10. The distributions of age-groups across the different Reference Sites
Figure 11. The distributions of gender across the different Reference Sites
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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Figure 12. The distribution of education level across the different reference sites
Table 3. Prevalence of the alerts reported by the beneficiaries after the administration of Sunfrail Tool
Questions N % 95%CI
1. Do you regularly take 5 or more medications per day? (YES)
329 50.5 46.7-54.3
2. Have you recently lost weight such that your clothing have become looser? (YES)
160 24.6 21.4-28.0
3. Has your physical status made you walking less during the last year? (YES)
347 53.3 49.5-57.1
4. Have you been evaluated by your GP during the last years? (NO)
80 12.3 10.0-15.0
5. Have you fallen one or more times during the last year? (YES)
199 30.6 27.2-34.2
6. Have you experienced memory decline during the last year? (YES)
323 49.6 45.8-53.5
7. Do you feel lonely most of the time? (YES) 173 26.6 23.3-30.1
8. In case of need, can you count on someone close to you? (NO)
51 7.8 6.0-10.2
9. Have you experienced any financial difficulties in facing dental or health care during the last year? (YES)
96 14.8 12.2-17.7
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By considering all settings together, the higher proportion of frailty risk factors (alerts) applies to
Polypharmacy (50,5%), walking less because of physical status, (53.3%), and memory decline (49.62%) in
different settings (Table 3).
By considering the source of data of different setting (Secondary Care, Primary and Community), a sort of
“dose-response” was observed in the sequence Community-Secondary care with the subjects of Secondary
Care reporting the higher prevalence of positive answers.
Interestingly, a high proportion of the frailty alerts, especially for questions 1, 3, 5 and 7 was also found in
Community - Primary Care; settings more likely to have a population without evident signs of disability or
unknown by services (Table 4).
Table 4. Prevalence of the alerts reported by the beneficiaries after the administration of Sunfrail Tool in 3 different settings
Questions
Total n=651 Secondary Care (Outpatient)
(n=161)
Primary Care n=363
Community n=127
% % % %
1- Do you regularly take 5 or more medications per
day? 50,54 65,22 42,7 54,33
2- Have you recently lost weight such that your
clothing has become looser? 24,58 36,02 21,76 18,11
3- Your physical state made you walking less during
the last year? 53,3 64,6 46,83 57,48
4- Have you been evaluated by your GP during the
last year? (NO) 12,29 10,56 11,85 15,75
5- Have you fallen 1 or more times during the last
year? 30,57 42,86 29,48 18,11
6- Have you experienced memory decline during the
last year? 49,62 60,87 55,37 18,9
7- Do you feel lonely most of the time? 26,57 31,06 26,72 20,47
8- In case of need, can you count on someone close
to you? (NO) 7,83 8,7 9,37 2,36
9- Have you had any financial difficulties in facing
dental care and health care costs during the last
year?
14,75 22,98 14,88 3,94
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These results were confirmed after the analysis stratified of the population according to the different reference site (Table 5). In bold, the problem most frequently reported by the participants in each reference site. In italic, the least prevalent in each reference site. Table 5. The prevalence of positive answers to the items included in the Sunfrail Tool, stratified by reference site
Questions Deusto n=105
Naples n=111
Lodz n=114
HSCB n=127
Liguria n=194
1. Do you regularly take 5 or more medications per day? (YES)
35.2 68.5 53.5 54.3 44.3
2. Have you recently lost weight such that your clothing have become looser? (YES)
23.8 42.3 14.9 18.1 24.7
3. Has your physical status made you walking less during the last year? (YES)
45.7 70.3 46.5 57.4 49.0
4. Have you been evaluated by your GP during the last years? (NO)
8.6 10.8 12.3 15.8 12.9
5. Have you fallen one or more times during the last year? (YES)
24.8 43.2 36.8 18.1 30.9
6. Have you experienced memory decline during the last year? (YES)
50.5 64.0 51.8 18.9 59.8
7. Do you feel lonely most of the time? (YES)
33.3 34.2 19.3 20.5 26.8
8. In case of need, can you count on someone close to you? (NO)
15.2 10.8 6.1 2.4 6.7
9. Have you experienced any financial difficulties in facing dental or health care during the last year? (YES)
13.3 28.8 12.3 3.9 16.0
In general, the oldest group of participants had a higher prevalence of positive (Q1, Q2, Q3, Q5, Q6, Q7, Q9)
and negative response (Q2) than youngest age group. The difference between the 2 age-groups was
statistically significant for Q1 (polypharmacy) Q3 (walking less) Q4 (GP visit), Q6 (memory decline), Q7
(loneliness) and financial difficulties (Q9) (Figure 13).
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Figure 13. Percentage of positive (or negative for Q4 and Q8) answers to the Sunfrail Tool by Age-group categories (65-74 in orange and 75-85 in grey)
Figure 14. Percentage of positive (or negative for Q4 and Q8) answers to the Sunfrail Tool by Education Level
Participants with a lower education level were also more likely to be positive at the different Sunfrail
questionnaire items (Figure 14). The relationship is statistically significant especially for functional decline,
followed by feeling lonely, polypharmacy and financial difficulties. Beneficiaries with lower educational
level have also greater financial difficulties of access; thus with potential greater equity problems.
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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7.1 Suggested Pathways of Care
Based on the alerts generated by the application of the Sunfrail tool and use of the flow-chart, specific care
pathways were identified among available services, ranging from further diagnostics and specialist
assessments, proactive interventions and social support; or in alternative to point out its need.
Table 6. The pathways activated after the alerts generated by the administration of the Sunfrail Tool
Suggested pathways n % 95%CI
GP’s evaluation 137 21.0 18.1-24.3
Specialist’s evaluation 183 28.1 24.8-31.7
Diagnostic procedure 74 11.4 9.2-14.0
Physical exercise 358 55.0 51.2-58.8
Psychological/Cognitive support 205 31.5 28.0-35.2
Social support 163 25.0 21.9-28.5
Other 173 26.6 23.3-30.1
Not available 5 0.8 0.3-1.8
Non-relevant 19 2.9 1.9-4.5
The table 6 above describes the interventions suggested by the healthcare, social care professionals and
community actors to beneficiaries reporting one or more frailty issue.
Overall, an important variability was found among suggested pathways across reference sites; mainly
depending on the settings in which the tool was administered.
Beneficiaries with biological and neuro-psychological alerts were generally referred for further assessment
or diagnostic investigation. The alerts of the biological domain brought to recommended
specialist/diagnostic evaluation and the alerts of the Neuropsychological to psychological and cognitive
support.
Community actors mainly advised beneficiaries to visit their GPs for further diagnostic assessments and/or
preventive actions.
In terms of preventive activities, physical exercise, counselling and promotion were suggested to a good
proportion of beneficiaries.
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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Overall, the Sunfrail tool demonstrates that it supports selection of existent pathways of care, and due to
its biological, psychological and socio-economic dimensions fosters integrated care between services
(health, social and community).
Figure 15. Activation of specialist and diagnostic evaluation according to positivity of Q1, Q3 and Q5 (physical frailty) or Q6 and Q7 (Neuropsychological Frailty)
In Figure 15, are reported respectively the pathways of specialist and diagnostic evaluation and of
psychological and cognitive support suggested after the positivity to questions Q1, Q3 and Q5 (Biological
Frailty) and Q6 and Q7 (Neuropsychological frailty). Interestingly, the multiple positivity to all 3 “biological”
questions and to 2 “neuropsychological” items was associated to a higher prevalence of pathways
activated.
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7.2 Confirming the Responses of the Sunfrail tool by Secondary Level Services
Table 7. Difference of the Means in the Confirmatory tests score of Questions number 1, 3 and 6 stratified by Reference Site
Fed. II of Campania n=101 Lodz n=114 Liguria Region N=194
Questions n mean sd diff* 95% CI p n mean ds diff* 95% CI p n mean sd diff* ic95% p-value
1- Do you regularly take 5 or
more medications per day?
n. medications
per day
no 33 2,818 1,467 17 3,529 1,772 109 2,954 1,734
yes 68 7,529 2,216 4,711
3,886-
5,536 <0,0001 35 7,229 2,591 3,699
2,274-
5,124 <0,0001 85 7,082 2,117 4,119
3,575-
4,664 <0,0001
3- Your physical state made
you walking less during last
year?
4-m WS (0,8
m./sec.)
no 31 0,821 0,06 28 1,243 0,2047* 98 1,249 0,291
yes
70 0,365 0,127 0,456 0,408-
0,503 <0,0001 24 1,069 0,281 0,174
0,041-
0,307 0,033 94 0,995 0,305 0,254
0,169-
0,338 <0,0001
6- Have you experienced
memory decline during the
last year?
MMSE (<24)
no 34 25,621 4,123 23 29,348 1,071 76 27,79 2,271
yes
63 20,656 3,597 4,965 2,531-
7,399 0,002 29 28,655 1,518 0,693
-0,069-
1,455 0,082 117 26,684 3,458 1,091
0,198-
1,984 0,017
The table 7 describes how frailty alerts generated by some Sunfrail tool items (Q1, Q3 and Q6) can be confirmed by specialist’s tests (n. of medications, 4 meter
gait speed, MMSE) commonly performed during the Comprehensive Geriatric Assessment. The means of the score generated in the confirmatory tests were
significantly different in participants answering yes to Q1, Q3 and Q6. In particular, those participants who answered yes to Q1, Q3 and Q6 had higher number
of medications, higher gait speed and higher MMSE score than those who answered no. These values of two different groups were statistically different in
both Italian Reference Sites (R. Liguria, Fed. II of Campania) and Lodz Poland.
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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7.3 Potential For Replicability
7.3.1 Results from the Application of the Sunfrail Tool within the Consenso Project
The Sunfrail tool has been also adopted in other EU countries/Regions (France, Slovenia, Austria), through
the EU CoNSENSo project (COmmunity Nurse Supporting Elderly iN a changing Society-http://www.alpine-
space.eu/projects/consenso/en/home). Its results confirm the adaptability and replicability of the tool in
different settings, especially primary care and community.
Table 8. The prevalence of positive (or negative) answers in Sunfrail and Consenso Project
Questions Sunfrail n=651
CONSENSO
n=300
Item % %
1- Do you regularly take 5 or more medications per day? 50,54 44,00
2- Have you recently lost weight such that your clothing has become looser? 24,58 20,33
3- Your physical state made you walking less during the last year? 53,3 46,00
4- Have you been evaluated by your GP during the last year? (NO) 12,29 33,33
5- Have you fallen 1 or more times during the last year? 30,57 22,00
6- Have you experienced memory decline during the last year? 49,62 48,00
7- Do you feel lonely most of the time? 26,57 10,33
8- In case of need, can you count on someone close to you? (NO) 7,83 1,33
9- Have you had any financial difficulties in facing dental care and health
care costs during the last year? 14,75 18,67
7.3.2 Results of the Study conducted on the Sunfrail tool in the Netherlands by Prof. Gobbens
A pilot study was conducted on the Sunfrail tool in the Netherlands, by R. Gobbens. Its objectives were to
determine the associations between the Sunfrail tool and the Tilburg Frailty Indicator (TFI), and other
indicators of frailty and health care utilization.
A questionnaire was sent to 241 community-dwelling elderly aged 70 years and older living in the
Netherlands, of whom 156 completed the questionnaire (response rate 64.7%). The TFI was used to assess
total frailty and frailty in each domain (physical, psychological, social). Five indicators of health care
utilization were used: visit to a general practitioner, hospital admission, receiving personal care, receiving
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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nursing care, and contacts with health care professionals. The Pearson correlation coefficient was used to
determine the associations between the Sunfrail tool and the other variables.
The mean age of the participants was 77.1 years (SD 5.0). The Sunfrail tool total, and the biological and
neuropsychological domains were associated with the TFI total and the physical, psychological and social
domains. In addition, the Sunfrail tool score and the biological domain were associated with four and five
indicators of health care utilization, respectively. The Sunfrail neuropsychological domain was only
associated with contacts with health care professionals and the socio-economic domain with none of these
indicators.
This pilot study has shown that the Sunfrail tool was associated with the TFI, and many indicators of health
care utilization. The tool is a promising instrument to measure frailty in older people.
7.3.3 Results of the Study conducted on the Sunfrail tool in Italy by Prof. P. Abete and Dr. I.
Liguori
In Campania, at the Azienda Ospedaliera Universitaria (AOU) “Federico Il”, Sunfrail tool was administered in
111 outpatients admitted to the “Geriatric Evaluation Unit” subjects for a Comprehensive Geriatric
Assessment (CGA). The CGA consisted of several multidimensional tools including the evaluation of
cognitive impairment (Mini Mental State Examination), depression (Geriatric Depression Scale), disability
(Basic and Instrumental Activity Daily Living), and comorbidity (Cumulative Illness Rating Scale). After the
CGA, the Italian version of Frailty index (IFi) together with Sunfrail tool was administered. The IFi has
recently been validated and includes 40 items, which explore the 4 domains of frailty: physical, mental,
nutritional and social. The latter two domains are investigated in the IFi by changing the item #24 (feel
lonely) and item #39 (usual pace) of “frailty index” with the “Social Support Scale” (SSS) and the “Mini
Nutritional Assessment” (MNA), respectively (Abete P et al. AGING CLIN EXP RES. 2017;29(5):913-926.). A
linear regression analysis between the two tools was performed and a good linear correlation (r=0.67,
p<0.001) was found. This analysis supports that SUNFRAIL tool can be used for frailty evaluation in a fast
way and by non-geriatricians or specialists with the same efficacy as the IFi.
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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7.4 Results of the Assessment of Professionals and Community Actors’ Opinion on the Use of the
Sunfrail Tool
The assessment of professionals and community actor opinion on the use of the Sunfrail Tool was
performed between October and November 2017 in the reference sites of Lodz, HSCB, Deusto, R. Liguria,
Fed. II of Campania by administering a short questionnaire, with the aim to assess:
1. Whether the tool was suitable to identify the domains of frailty and to activate care pathways;
2. Whether it was easily understandable and applicable during the daily professional/care
practice;
3. Whether it needed to be modified/improved and how.
The questionnaire included closed and open-end questions and was completed in English. HSCB processed
the answers and provided the data to RER-ASSR for the analysis.
24 persons were interviewed: 6 from Lodz; 2 from HBSC; 2 from Deusto; 8 from Campania and 6 from
Liguria. 17 were Health Professionals and 6 Community Actors; 1 did not answer to the question.
Main Key Findings
The tool is a friendly instrument, easy to apply; its questions are simple to be understood
and encourage a more in-depth dialogue. Thanks to the short “application time”, it is non-
invasive and allows the use in everyday practice.
The training is proved to be useful and important for both health professionals and
community actors, in particular to clarify the conceptual model based on the multi-domain
nature of frailty; the care-pathways to be suggested/activated and the information on how
to access the different territorial services.
The tool can help identifying early frailty signs, to be explored with further interventions/
assessments. When approaching the beneficiaries, it is important to pay attention to the
cultural and social context of application.
The tool can improve beneficiaries’ awareness, encouraging them to move from a
“disease” oriented vision to a proactive and preventive approach.
It is important to map the local network of services and community resources, in order to
activate sustainable and accessible care pathways.
Further details of the assessment are included in the Annex 2.
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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8.Sunfrail Tool Main Findings
The data obtained from the application of the Sunfrail tool has provided information on its capacity to
assess frailty risk profile of the selected population in different settings, and how the alerts generated can
support the selection of care pathways among the existent ones.
The Sunfrail tool allows identifying frailty risk alerts in the population over 65 of community dwelling
settings. The most frequent alerts detected in all settings were on functional decline, memory decline and
polypharmacy items in all settings, particularly in Community - Primary Care Settings. As the Sunfrail tool
was tested on a target population without any evident sign of physical and cognitive disability, these alerts
confirm the ability of the tool to increase the awareness on frailty risk factors in the population at low-
medium risk of disability.
In addition, the Sunfrail tool allows identifying the population with major risk for inequalities, as citizens
with a lower education level showed a higher prevalence of frailty alerts and greater financial difficulties in
accessing health services.
Interestingly, frailty alerts on polypharmacy, functional decline and memory decline items are confirmed by
specific tests ( clinical history of the patient with n. of medications per day, 4 meter walking speed and
MMSE), suggesting that frailty alerts could be further confirmed by GPs and multiprofessional team already
in primary care settings.
The Sunfrail tool, after confirmation of the alerts by clinical and social judgment, supports the usefulness of
selecting existent pathways of care. Given the biological, psychological and socio-economic dimensions
addressed by the tool, fosters integrated care between services (health, social, community), or in
alternative highlights gaps in service provisions.
The application of the Sunfrail tool allows bridging the gap between services offer and access especially in
primary care and community settings. This goal can be reached by improving beneficiaries awareness on
their risk factors and on services available and by promoting multi-professional involvement and the
integration between available services.
Overall, the majority of Sunfrail Good Practices are mainly used for the identification and management of
high and very high risks conditions, with a consequent higher burden on health care services and related
costs. The application of the Sunfrail tool complements these approaches, by allowing early identification of
the population with medium-low risk to orient a proactive approach based on prevention.
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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9.Conclusions
Frailty is a reversible condition, and needs to be addressed through its main dimensions
and early identification of risk factors, to orient proactive and preventive strategies.
Frailty alerts can be identified especially in community and primary care settings,
targeting a population that may be unknown by services.
Frailty risks factors can be found especially in citizens with lower educational level; this
may influence their access to care. Equity and affordability of preventive services need
to be carefully addressed by policy makers and services planners.
Frailty requires operational multi-professional and integrated strategies connecting
existent health, social and community services. This will help to provide more efficient
and cost-effective responses across services and sectors, bridging the gap between
peoples’ needs and services provision.
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10.Sunfrail Tool References
• 1. Do you take 5 or more medications per day? Rolfson DB, et al. Validity and reliability of the Edmonton Frail Scale. Age
Ageing. 2006;35(5):526–529.
Scott IA, et al. Reducing inappropriate polypharmacy: the process of deprescribing. JAMA
Intern Med. 2015 May;175(5):827-34.
Di Bari M et al. Screening for frailty in older adults using a postal questionnaire: rationale,
methods, and instruments validation of the INTER-FRAIL study. J Am Geriatr Soc. 2014
Oct;62(10):1933-7
• 2. Have you recently lost weight such that your clothing has become looser? Rolfson DB, et al. Validity and reliability of the Edmonton Frail Scale. Age
Ageing. 2006;35(5):526–529.
• 3. Have you recently experienced any worsening of your mobility due to physical state? Raîche M, et al. PRISMA-7: a case-finding tool to identify older adults with moderate to
severe disabilities. Arch Gerontol Geriatr. 2008; 47(1):9-18
• 4. Have you been evaluated by a healthcare professional during the past 12 months? Gobbens RJ et al. Testing and integral conceptual model of frailty. J Adv Nurs. 2012
Sep;68(9):2047-60
•
• 5. Have you experienced one or more fall events during the past 12 months? Hebert R et al. Predictive validity of a postal questionnaire for screening community-
dwelling elderly individuals at risk of functional decline. Age Ageing. 1996; 25(2):159-67
Di Bari M et al. Screening for frailty in older adults using a postal questionnaire: rationale,
methods, and instruments validation of the INTER-FRAIL study. J Am Geriatr Soc. 2014
Oct;62(10):1933-7
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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• 6. Have you experienced a memory decline during the past 12 months? Deokar AJ et al. Increased Confusion and Memory Loss in Households, 2011 Behavioral Risk
Factor Surveillance System. Prev Chronic Dis. 2015;12:140430.
Vellas B et al. Looking for frailty in community-dwelling older persons: the Gérontopôle
Frailty Screening Tool (GFST). J Nutr Health Aging 2013 Jul;17(7):629-31
Gobbens RJ et al. Testing and integral conceptual model of frailty. J Adv Nurs. 2012
Sep;68(9):2047-60
Di Bari M et al. Screening for frailty in older adults using a postal questionnaire: rationale,
methods, and instruments validation of the INTER-FRAIL study. J Am Geriatr Soc. 2014
Oct;62(10):1933-7
7. Do you feel lonely most of the time?
Bielderman A, et al. Multidimensional structure of the Groningen frailty indicator in
community-dwelling older people. BMC Geriatr. 2013;13:86.
Steverink N, et al. Measuring frailty: developing and testing of the Groningen frailty
indicator (GFI). Gerontologist. 2001;41(1):236–7.
• 8. In case of need, can you count on someone close to you? Hebert R, et al. Frail elderly patients. New model for integrated service delivery.
Can Fam Physician. 2003; 49:992-7
Hebert R et al. Predictive validity of a postal questionnaire for screening community-
dwelling elderly individuals at risk of functional decline. Age Ageing. 1996; 25(2):159-67
Jylha M, Saarenheimo M. Loneliness and ageing. Comparative perspectives
In: The SAGE Handbook of Social Gerontology. Chapter 24. Dale Dannefer & Chris
Phillipson. 2010
Raîche M, et al. PRISMA-7: a case-finding tool to identify older adults with moderate to
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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severe disabilities. Arch Gerontol Geriatr. 2008; 47(1):9-18
9. Have you had any financial difficulties in facing dental care and health care costs during the
last year?
• Self-reported unmet needs for medical examination by sex, age, detailed reason and income quintile • Self-reported unmet needs for dental care by sex, age, detailed reason and income quintile OECD Health Statistics, extracted on 29 January 2015
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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11.Annexes
Annex 1 - Results on the Understandability/Comprehensibility of the Sunfrail Tool
(Gerontopole)
CHU-TOULOUSE
1.1 Summary of tests done with professionals (from Table 1)
NUMBER OF TESTS PERFORMED PER PROFESSIONAL TYPE
Summary
table Nurse GP
Social
worker Caregiver
Community
actor
Other
professionals
Profession 2 1 1 0 5 1
Total tests 10
Number of answers per question:
PROFESSIONALS: TEST OF UNDERSTANDABILITY OF SUNFRAIL TOOL
Questions Understandable Ambiguous
Indicate the total number of answers per question Yes No Yes
1. Do you regularly take 5 or more medications per day? 10 0 0
2. Have you unintentionally lost weight during the past
year such that your clothing has become looser? 10 0 0
3. Your physical state made you walk less during the past
year? 10 0 0
4. Have you been seen by your GP during the past year? 9 0 1
5. Have you fallen 1 or more times during the past year? 9 0 1
6. Have you experienced any memory decline during the
past year? 9 0 1
7. Do you experience loneliness most of the time? 10 0 0
8. In case of need, can you count on someone close to
you? 10 0 0
9. Have you had any economic difficulty in facing dental
care and health care costs during the past year? 10 0 0
Total 87 0 3*
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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*Please note that all the three ambiguities reported were due to a poor formulation in the French
translation of the sentence and not on the contents of the item.
1.2 Summary of tests done with beneficiaries (from Table 2).
NUMBER OF TESTS PERFORMED PER BENEFICIARY TYPE
Gender Age Education
65-75 75-85 Low Medium High
Men 4 4 2 4 4
Women 6 6 3 4 3
Total 10 10 6 10 4
BENEFICIARIES: TESTS OF UNDERSTANDABILITY OF SUNFRAIL TOOL
Questions Understandable Ambiguous
Indicate the total number of answers per item Yes No Yes
1. Do you regularly take 5 or more medications per day? 20 0 0
2. Have you unintentionally lost weight during the past
year such that your clothing has become looser? 20 0 0
3. Your physical state made you walk less during the past
year? 20 0 0
4. Have you been seen by your GP during the past year? 20 0 0
5. Have you fallen 1 or more times during the past year? 20 0 0
6. Have you experienced any memory decline during the
past year? 20 0 0
7. Do you experience loneliness most of the time? 20 0 0
8. In case of need, can you count on someone close to
you? 20 0 0
9. Have you had any economic difficulty in facing dental
care and health care costs during the past year? 20 0 0
Total 180 0 0
D 6.2: Sunfrail Tools for the Identification of Frailty and Multimorbidity
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1.3 Suggested Revisions to the Sunfrail tool.
Based on the outcome of the test of understandability performed on professionals and beneficiaries,
if considered relevant, please suggest revisions to the questions proposed for the Sunfrail Tool.
Questions
1. Do you regularly take 5 or more medications per day?
No comments
2. Have you unintentionally lost weight during the past year such that your clothing has
become looser?
No comments
3. Your physical state made you walk less during the past year?
No comments
4. Have you been seen by your GP during the past year?
No comments
5. Have you fallen 1 or more times during the past year?
No comments
6. Have you experienced any memory decline during the past year?
No comments
7. Do you experience loneliness most of the time?
No comments
8. In case of need, can you count on someone close to you?
No comments
9. Have you had any economic difficulty in facing dental care and health care costs during the
past year?
No comments
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Annex 2. Phase 3 - Assessment of Professionals and Community Actor Opinion on the Use of the
Sunfrail Tool – Methodology and Instruments
The assessment of professional and community actor opinion on the use of the Sunfrail Tool will be
performed by administering short questions through a Word document to be completed. It aims to assess:
a) Whether the Sunfrail tool is suitable to identify the domains of frailty and to activate care pathways;
b) Whether it is easily understandable and applicable during the daily professional/care practice; c) Whether it needs to be modified/improved and how.
Lodz, HSCB, Deusto, R. Liguria, Fed. II of Campania and RER-ASSR will participate to the assessment. It is
anticipated the involvement of at least three professionals/three community actors by each Centre would
be required.
The questionnaire will cover the following aspects:
PART I - Information about the person filling the form
PART II – Utilization of the Sunfrail Tool
PART III - Applicability and impact of the Sunfrail Tool
The questionnaire must be completed by return of a Word document. It includes closed-end questions and open end questions (with a maximum of 300 characters for each field).
The questionnaire will be in English. Participants are free to translate it and answer in their own language.
Each Centre will have to provide the English translation of the answers.
HSCB will process the answers and provide it to RER-ASSR for the analysis.
RER-ASSR will be in charge to do the analysis, through qualitative methodologies (content analysis).
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PART I – INFORMATION ABOUT THE PERSON FILLING IN THE FORM:
Health Professional
please specify (maximum 300 characters)
Community actor
Which Sunfrail partner do you belong? (Please indicate)
Lodz HSCB Deusto
R. Liguria Fed. II of Campania RER-ASSR
PART II – UTILIZATION OF THE SUNFRAIL TOOL
1. Did you receive any training concerning the application of the Sunfrail Tool?
YES NO PARTIALLY
If YES, was it useful?
YES NO PARTIALLY
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Please describe (maximum 300 characters)
2. Which was the setting of application of the Sunfrail Tool? (If the application took place in
multiple settings, please indicate the main one)
Primary health care facility
Hospital / secondary care
Community setting
3. Did you face any difficulties during the application of the Sunfrail Tool? (eg. clear/unclear
instructions; comprehensibility; flexibility of the tool)
Please describe (maximum 300 characters)
4. How was the interaction with the patients/beneficiaries?
Please describe (maximum 300 characters)
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PART III - APPLICABILITY AND IMPACT OF THE SUNFRAIL TOOL
5. Do you think that the Sunfrail Tool is easily usable to identify frailty according to its main
domains: Biomedical, Psychological, or Socio-economical?
YES NO PARTIALLY
Please provide reason for your answer (maximum 300 characters)
6. Do you think that the Sunfrail Tool can help beneficiaries to identify their potential condition of
frailty?
YES NO PARTIALLY
Please provide reason for your answer (maximum 300 characters)
7. Do you think that the Sunfrail Tool is suitable to activate care pathways (professional
evaluation, diagnostic investigation, preventive activities or support)?
YES NO PARTIALLY
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Please provide reason for your answer (maximum 300 characters)
8. Do you think that the Sunfrail Tool can be applicable during the daily professional/care
practice? (e.g. Useful/not useful; of support for further activities/obstacle to planned activities
etc.)
YES NO PARTIALLY
Please provide reason for your answer (maximum 300 characters)
9. What aspects could be improved for the application of the Sunfrail Tool during the daily
professional/care practice?
Please provide reason for your answer (maximum 300 characters)
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Phase 3 - Results of the Assessment of Professionals and Community Actor Opinion on the Use
of the Sunfrail Tool
The assessment of professional and community actor opinion on the use of the Sunfrail Tool was
performed between the months of October and November 2017 in the reference sites of Lodz, HSCB,
Deusto, R. Liguria, Fed. II of Campania Region, with the aim to appraise:
1. Whether the tool is suitable to identify the domains of frailty and to activate care pathways;
2. Whether it is easily understandable and applicable during the daily professional/care practice;
3. Whether it needs to be modified/improved and how.
A short questionnaire including closed and open end questions and was completed in English. HSCB
processed the answers and provided the data to RER-ASSR for the analysis.
24 people were interviewed: 6 from Lodz; 2 from HBSC; 2 from Deusto; 8 from Campania and 6 from
Liguria. 17 were Health Professionals and 6 Community Actors; 1 did not answer the questions.
I) INFORMATION ABOUT THE PERSONS FILLING THE FORM Community Actors: 6 Health Professionals: 17 Missing Data: 1 II) UTILIZATION OF THE SUNFRAIL TOOL TRAINING USEFULNESS Almost all interviewed received (75%)/partially received (21%) the training.
Among them, almost all reported that the training was useful (totally useful: about 86%; partially useful:
about 14%); particularly to clarify the conceptual model based on the multi-domains of frailty; the care-
pathways to be suggested and the information on how to access local services.
The training was also useful to get acquainted with the Sunfrail tool and with the instructions on how to
correctly fill it/how to interact with patients.
Some interviewed (community actors) reported problems with the concept of “referral pathways”, that was
not explained in details during the training sessions.
The training on the Sunfrail tool was performed with different methodologies varying from settings. In
some cases (Liguria), the training was conducted in University classes (Post Graduation in Family and
Community Nursing, Module on Frailty in older adults), or during specific training weeks. In some other
cases (Campania), the training was provided through the training for trainers methodology: workshops held
throughout the project timeframe by Sunfrail Project coordinators, as well as by the trained team to
downstream operators.
DIFFICULTIES ENCOUNTERED DURING THE APPLICATION OF THE TOOL About 54% of the interviewed applied the tool in health care settings. About 46% of the interviewed applied the tool in community settings. All the health professionals interviewed reported no difficulties during the application of the tool in health care settings.
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In secondary care settings, the tool was administered as part of a comprehensive geriatric assessment. In community settings, some interviewed underlined the need to interact with the patients in a “secure, protected environment”, given the confidential nature of the questions and the delicacy of the issues to be addressed. Furthermore, they pointed out that some sensitive questions could also create difficulties in some cultural settings. Some community actors reported also difficulties in suggesting appropriate pathways, due to difficulties in matching the needs detected and the existing care resources and problems in monitoring the effective results of the referral process, etc). INTERACTION WITH PATIENTS/BENEFICIARIES The totality of the interviewed who applied the tool in health care settings expressed great satisfaction in the interaction with the patients. The tool is defined as a “friendly formula”, not time consuming, flexible, with easy and short questions, very simple to understand. The questions are not stressful and can also encourage a more in-depth dialogue. At the same time, the short “examination time” is non-invasive and allows the application also in everyday clinical practice. The interviewed reported also that a clear explanation of the aims of the tool (combination of “alerts” on pre-frailty/early frailty conditions, and referral to care pathways), helped in raising interest and good predisposition in the beneficiaries. Some interviewed suggested to further simplify some items, considering that some patients have a low education level and needed some clarification (see suggestions below). In community settings, some interviewed reported that beneficiaries were a bit shy, at least at the beginning. A more open-ended approach helped beneficiaries to understand better the aim of the tool and to give more relevant information on frailty risks and on their needs; thus to allow interviewers to provide relevant suggestions on care pathways/access to services etc. III) APPLICABILITY AND IMPACT OF THE SUNFRAIL TOOL FRAILTY IDENTIFICATION ACCORDING TO THE BIOMEDICAL, PSYCHOLOGICAL AND SOCIO-ECONOMICAL DOMAIN The totality of the interviewed reported that the Sunfrail tool helped detecting key aspects of frailty in its three domains (about 83% totally agreed; about 17% partially agreed). The inclusion of items dealing with the economic aspects was considered a distinctive and innovative element. Among the ones who partially agreed, some reported that few questions were vague and/or not always suitable to identify frailty (e.g. deliberate weight loss could be due to a choice of a healthier lifestyle; falls could be caused by accidents like ice during winter; occasional memory loss might not be seen as an early dementia indicator). They suggested that in order to overcome these aspects and to get a true picture of a person’s needs/difficulties it is necessary to stimulate a more in-depth dialogue going beyond the yes/no answers. In general, the Sunfrail tool is described as a really useful screening instrument, that has to be accompanied by a more detailed assessment, like for example the multi-dimensional geriatric assessment. CAPACITY TO PROMOTE BENEFICIARIES AWARENESS According to all the interviewed, the tool can improve beneficiaries’ awareness, helping in identifying needs referred to frailty, and also providing information on how to access assistance and support if required (about 79% totally agreed; and about 21% partially agreed). As suggested before, open-ended questions or a more in-depth approach could help patients discern their potential frailty. Some interviewed reported that, by receiving the Sunfrail tool questions patients become rather “mindful” about their well-being, the importance of self-monitoring, and the existing care pathways in their
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community. Overall, they were encouraged to move from a “disease” oriented vision, to a “multi-dimensional” concept of frailty. In order to be more effective, some community actors suggested preparing a leaflet with a detailed description of the Sunfrail tool 9 items, explaining how to behave to prevent frailty and its progression. Some interviewed suggested also to administer the questionnaire periodically as a “monitoring” tool. CAPACITY TO ACTIVATE CARE PATHWAYS According to the interviewed, the Sunfrail Tool can help activating pathways for preventive activities and for different types of support (about 83% totally agreed; about 17% partially agreed). The suggested pathways include a wide range of interventions: from the activation of preventive pathways to address frailty risk factors to other types of support available by local services. Some health professionals reported that the identification of frailty risk factors can facilitate the detection
of early signs of unbalance in chronic disease state that can be addressed by specialists through appropriate
interventions/care pathways; thus preventing adverse events and hospitalizations. Some conditions can
also be tackled by preventive activities, such as nutritional interventions, physical activity or physiotherapy,
logotherapy, memory training.
Some interviewed underlined the necessity to map the local available services, in order to provide a
coherent and sustainable responses taking into account existing and accessible care resources. An in-depth
training can be useful to improve this aspect.
APPLICABILITY DURING DAILY PROFESSIONAL/CARE PRACTICE According to all the health professionals interviewed, the Sunfrail tool can be applicable during the daily professional/care practice (about 83% totally agreed; about 17% partially agreed). It is considered easy to be performed, useful in daily practice and supportive for further activities. Overall, professionals suggested using the tool especially in primary care/community settings, by stimulating the dialogue with beneficiaries through more detailed questions aimed to gather an in-depth understanding of their background and needs. The tool is supposed to orient further investigations in secondary care settings. ASPECTS OF THE SUNFRAIL TOOL TO BE IMPROVED The majority of the interviewed reported no aspects to be improved or suggestions on it. Others suggested some points to be addressed, here resumed:
- to add a leaflet with more detailed explanations on the Sunfrail tool items and on the importance to work on frailty primary and secondary prevention;
- to strengthen the connections among the Sunfrail tool items responses and the pathways to be suggested, according to the existent services;
- to administer the tool by using open ended questions, to avoid the risks of misinterpretation of subjects’ needs;
- To integrate the tool with ICT support, and downstream comprehensive geriatric questionnaires, providing information about monitoring and effectiveness of subsequent interventions;
- to explore more the psycho-social domain, through open-ended questions, in particular about the item on cognitive decline;
- to add another question on Self reported Health: “How much do you value your Health from 0 to 10?”.
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Key points:
The training is proved to be useful and important for both health professionals and community actors, in
particular to clarify the conceptual model based on the multi-domains of frailty; the care-pathways to be
suggested/activated and the information on how to access the different territorial services.
The Tool is reported to be a friendly instrument, easy to apply, in particular in health care settings. Its
questions are simple to understand and can also encourage a more in-depth dialogue. Thanks to the short
“application time”, it is non-invasive and allows the use also in everyday clinical practice.
When approaching the beneficiaries it is important to pay attention to the cultural and social context of
application. When applied in community settings, given the confidential nature of the questions, subjects
should be approached in “secure, protected environments”, with guarantees of privacy.
When used in community, the Sunfrail tool can help identifying frailty risk factors or early frailty conditions,
to be explored with further interventions / assessments (eg: multi-dimensional geriatric assessment). Its
potential for identification of frailty domains and activation of care pathways depends also on the capacity
of the interviewers to gather further information. In order to get a true reflection of the persons
needs/difficulties, it is important to trigger a more in-depth dialogue, with open ended questions that allow
to estimate better patients’ condition.
The tool can help detecting early signs of unbalance in chronic disease state that can be addressed by
specialists with appropriate interventions, thus preventing adverse events and hospitalizations. Some
conditions can also be addressed by preventive activities, such as nutritional interventions, physical activity
or physiotherapy, logo-therapy, memory training. For that purpose, it is also important to strengthen the
connections among the Sunfrail tool items and the pathways to be suggested, by mapping the local
available services, in order to provide coherent and sustainable responses taking into account existing and
accessible care resources.
The tool can improve beneficiaries’ awareness, encouraging them to move from a single “disease” oriented
vision, to a “multi-dimensional” concept of frailty. Open-ended questions could help patients in discerning
their potential frailty and be informed on how to access assistance and support if required.